Local funds invested in Far East and US equity typically gained 3% through October, according to the Danish Investment Fund Association (IFB). Investments in China did best overall, gaining some 5%. By contrast, funds invested in European equities lost 1-2% on average. Jens Jørgen Holm Møller, CEO, said: “Markets were affected by key economic data. […]
Research from Oriel Securities suggests that there are over 20 closed ended equity funds in the UK investment trust universe, each with a market capitalisation of over £70m, that are yielding above 4%. “For investors prepared to take equity risk, these may be attractive for income investors at a time of exceptionally low interest rates. […]
Eastspring Investments, the Asia asset management arm of Prudential plc, has announced that assets under management on its Luxembourg Sicav platform rose 4% in Q1 2014 to reach $19.3bn, as attractive Asia stock and bond valuations appealed to UK and European investors looking for diversified sources of return.
Ichiro Kosuge, GSAM’s head of equity Japan analyses the outlook for the Japanese market in light of Abenomics and reforms under way.
Sompo Japan Nipponkoa Asset Management (SNAM), a partner firm on UBP, assesses opportunities in Japan.
The Bank of Japan will likely be forced to amplify its monetary easing programme in July or August in response to dimming prospects for GDP growth in the country, according to Nikko Asset Management’s latest Evolving Markets research report.
Steven O’Hanlon, head of Fixed Income at ACPI Investment Managers comments on what the Indian election result means for investors as BJP win’s a landslide victory.
Senior industry figures are expecting more institutional investors to allocate to the ILS asset class following recent broker predictions that the catastrophe reinsurance capacity is expected to double and reach $100 billion in the next few years, the latest Clear Path Analysis research has showed.
SooHai Lim, investment manager of the Baring ASEAN Frontiers Fund, is set to drive wider recovery in Asean this year, aided by strong exports coming off multinational direct investment in areas such as electronics manufacturing in the country.
Asoka Wöhrmann, co-CIO at Deutsche Asset & Wealth Management, has commented on the impact of recent People’s Bank of China policy on the ongoing appreciation of the renminbi.
Asian Debt is poised to deliver attractive returns, particularly on a risk-adjusted basis, when compared with bonds in other parts of the world, ING Investment Management International (ING IM) believes.
Matthews Asia says in its latest White Paper that it sees lingering misconceptions around Chinese growth, debt levels and ongoing economic reforms.